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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,783 | $183,539-48.9% | $155,556-39.7% | $145,897-35.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.71% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $9,500 | $5,315+78.7% | $4,675+103.2% | $4,663+103.7% |
| Participant deferral / active EE | $8,482 | $6,467+31.2% | $5,631+50.6% | $6,689+26.8% |
| Admin fee / account holder | $106 | $19,275-99.5% | $15,885-99.3% | $13,390-99.2% |